Arjun is a seasoned financial professional with a wealth of international experience his focus is on providing comprehensive financial solutions to mid-market business owners and their employees. With a strong background in corporate banking across Asia, Europe, and the United States, Arjun leverages his expertise to empower clients to achieve financial security and freedom. His passion lies in helping business owners succeed by applying his extensive banking and financial experience to address their unique needs.
Arjun began his career as a Chartered Accountant at Ernst & Young (EY) in New Delhi, after earning his Bachelor of Commerce (Honors) degree from Shri Ram College of Commerce. He held leadership positions at American Express, ABN AMRO Bank, and Deutsche Bank, where he served in transformative roles since 2000. At Deutsche Bank, Arjun was a trailblazer, turning around unprofitable operations in Chandigarh and Kolkata and achieving a remarkable 75% market share of the German banking business in India in 2009-10.
In 2010, Arjun transitioned to the United States, setting up Deutsche Bank's Asia desk in New York, fostering business relationships between US clients and Asian markets. He later moved to Jacksonville, Florida, where he established a Corporate Banking division and served as Chief Operating Officer for the Corporate Banking Group, managing Fortune 500 clients.
Today, Arjun applies his extensive expertise as a Financial Services Professional at Coastal Wealth, guiding clients toward their personal and business financial goals. He is also a Charter Member of Vistage (Jacksonville chapter), dedicating his time to mentoring CEOs on strategic business challenges.
Arjun is actively involved in giving back to the community. He volunteers with St. Jude Children's Research Hospital, contributing to their mission of advancing cures and treatments for pediatric diseases. A fitness enthusiast and avid golfer, Arjun enjoys membership at esteemed clubs including Sawgrass Country Club, Bombay Presidency Golf Club, Delhi Gymkhana Club, Friends Club, and India Habitat Center.
He and his wife reside in Jacksonville, Florida, where they cherish their time together and continue to build meaningful connections within their community. Arjun holds Series 7, Series 63 and Series 65 licenses and is authorized to sell life insurance products in multiple states, including California, Florida, Georgia, North Carolina, New York, Pennsylvania, Texas, Virginia, and Washington, D.C.